Carlisle Companies
601 hedge funds and large institutions have $14.1B invested in Carlisle Companies in 2023 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 175 increasing their positions, 229 reducing their positions, and 51 closing their positions.
142% more call options, than puts
Call options by funds: $58.9M | Put options by funds: $24.3M
84% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 51
23% more capital invested
Capital invested by funds: $11.5B → $14.1B (+$2.62B)
6% more funds holding
Funds holding: 565 → 601 (+36)
4.26% more ownership
Funds ownership: 88.29% → 92.56% (+4.3%)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
24% less repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 229
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$680M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$114M |
| 3 |
ZIG
Zurich Insurance Group
Zurich,
Switzerland
|
+$50.5M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$38.3M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$22.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$159M |
| 2 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
|
-$83.9M |
| 3 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$70.8M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$33M |
| 5 |
Millennium Management
New York
|
-$29.5M |
CSL Hedge Fund Activity: Q4 2023 in Review
601 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Carlisle Companies (CSL) for Q4 2023, worth a combined $14.1B — up 23% from $11.5B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new CSL positions and 51 closed out — a net gain of 43 holders — while 175 added to existing stakes and 229 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $680M. The largest seller was Harris Associates, cutting an estimated $159M.
- 601 institutional investors held Carlisle Companies (CSL) as of Q4 2023, up from 565 in Q3 2023.
- Funds reported $14.1B of Carlisle Companies stock for Q4 2023, up 23% quarter-over-quarter.
- 94 funds opened new Carlisle Companies positions in Q4 2023 and 51 closed out, a net change of +43 holders.
- The largest Carlisle Companies buyer in Q4 2023 was Morgan Stanley, an estimated $680M added.
- The largest Carlisle Companies seller in Q4 2023 was Harris Associates, an estimated $159M sold.
Based on aggregated 13F filings for Q4 2023.